DWA
PM icon

Delap Wealth Advisory’s Philip Morris PM Stock Holding History

Delap Wealth Advisory’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,459
Closed -$225K – 249
2024
Q1 		$225K Sell
2,459
-3,147
-56% -$290K 0.09% 220
2023
Q4 		$527K Buy
+5,606
New +$516K 0.24% 49

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's PM Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Philip Morris (PM) in Q2 2024, closing a stake of 2,459 shares — an estimated $225K sold.

Delap Wealth Advisory first reported a position in PM in Q4 2023 and held it in 2 quarters. The position peaked at $527K in Q4 2023. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,459 Philip Morris shares in Q2 2024, an estimated $225K.
  • Delap Wealth Advisory first reported a position in Philip Morris in Q4 2023 and held it in 2 quarters.
  • Delap Wealth Advisory's Philip Morris position peaked at $527K in Q4 2023.
  • 2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.